TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Tuesday, May 9

Tuesday, May 9, 2023 - 5:18pm

It was another light volume day as machine and carbon-based traders seemed reluctant to place sizable bets ahead of tomorrow's update on consumer inflation in the U.S.

That latest CPI report is due tomorrow at 8:30 ET and news...and reaction to it...will drive price all day. Ahead of...

TFMR Podcast - Monday, May 8

Monday, May 8, 2023 - 5:43pm

It was a dull, lifeless, light volume Monday but I guess we shouldn't complain, given how busy last week was. However, this week is going to heat up, too, perhaps as soon as tomorrow so please come on in and have a listen to today's podcast.

For today, a recap of the day's events......

TFMR Podcast - Thursday, May 4

Thursday, May 4, 2023 - 4:51pm

It's finally Thursday and tomorrow brings the end of a volatile week and the latest "jobs numbers" for the U.S. There's reason to suspect that this report will come in "better than expected" so please be sure to give this podcast a listen ahead of what will be a very interesting Friday....

TFMR Podcast - Wednesday, May 3

Wednesday, May 3, 2023 - 5:33pm

Jeezo-weezo, what a day we had! It's hard to know where to even start with a podcast summary?

And then, just a few minutes into recording, news broke that PacWest Bank is exploring "strategic options". It was just two hours earlier that Jerry claimed "a line can be drawn under FRC" as...

TFMR Podcast - Tuesday, May 2

Tuesday, May 2, 2023 - 5:40pm

Oh, boy. Things are getting wild and wacky and The Fed is poised to hike again tomorrow as if everything is simply sunshine and lollipops. What a day ahead we have in store and the remainder of the week will be a doozy, too.

So, for today, just settle in. We've got a lot to cover in...

TFMR Podcast - Monday, May 1

Monday, May 1, 2023 - 5:16pm

I'd like to take a moment to wish everyone a Happy Socialist Worker's Holiday. Now get back to work.

But it was no holiday for The Bankers today where, unless you work for Jamie Dimon, you probably had a pretty tough day. Contrary to well-publicized sentiment, the Banking Crisis of...

SPECIAL PODCAST: Alastair Still for U.S. GoldMining

Saturday, April 29, 2023 - 9:00am

Here's something new for your weekend enjoyment. We first met Alastair Still a few years back when he became CEO of Gold Mining, Inc. That company has recently spun off a very promising resource and made it into its own company. Why did they do that? Come on in and have a listen.


TFMR Podcast - Thursday, April 27

Thursday, April 27, 2023 - 4:52pm

We are just one day away from wrapping up the month of April so come on in and have a listen to this podcast as we prepare for Friday.

And it's going to be another interesting/challenging day. We get a bunch of data at 8:30 ET and then, of course, the LBMA options price off the final...

A Physical Update from APMEX

Thursday, April 27, 2023 - 12:37pm

Our friends at APMEX have been longtime supporters of our efforts here at TFMR. What's great is that they often provide "boots on the ground" physical market updates for us, too, and that's what we have for you today.

You'll recall that we've had APMEX Director of Business Development...

TFMR Podcast - Wednesday, April 26

Wednesday, April 26, 2023 - 2:00pm

It has been a frustrating day as the Comex PMs failed to pop on a diving POSX but then got pounded as the POSX bounced back. Maddening stuff but likely due to a lack of speculative interest given the pending release of the Q1 GDP data and March PCE.

We discuss this today and then...